Purchases and Sales Made in Q2 2025 in Ishares Tr Msci Usa Esg Select (SUSA)
This table provides information about the institutional ownership of Ishares Tr Msci Usa Esg Select (SUSA) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI USA ESG SELECT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-476- 5.09% |
$48.5K - $60.3K
|
8.88K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-564- 12.1% |
$57.5K - $71.5K
|
4.1K
$520K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-684- 0.9% |
$69.7K - $86.7K
|
75.7K
$9.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-798- 13.74% |
$81.4K - $101K
|
5.01K
$636K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-932- 6.5% |
$95K - $118K
|
13.4K
$1.7M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-941- 5.24% |
$96K - $119K
|
17K
$2.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.03K- 7.63% |
$105K - $131K
|
12.5K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.05K- 23.76% |
$107K - $132K
|
3.35K
$426K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.33K- 1.39% |
$135K - $168K
|
94.4K
$12M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.47K- 9.82% |
$150K - $186K
|
13.5K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-1.63K- 69.03% |
$166K - $206K
|
729
$92.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.83K- 1.93% |
$187K - $232K
|
93.1K
$11.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.04K- 2.1% |
$208K - $259K
|
95.4K
$12.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-2.19K- 3.31% |
$224K - $278K
|
64.1K
$8.14M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.47K- 6.56% |
$252K - $313K
|
35.2K
$4.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.67K- 30.88% |
$272K - $338K
|
5.97K
$758K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.99K- 22.84% |
$305K - $379K
|
10.1K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.38K- 2.4% |
$447K - $556K
|
178K
$22.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5.15K- 60.35% |
$525K - $653K
|
3.38K
$429K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-8.4K- 17.31% |
$857K - $1.07M
|
40.1K
$5.1M
|